Merit Financial Group, LLC Purchases in Q4 2024

Merit Financial Group, LLC

  • $5.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HWM
Howmet Aerospace Inc.

Industrials
7.91K
New
$99.72 - $120.09 $789K - $950K
7.91K $864K
RTX
Raytheon Technologies Corp

Industrials
9.76K
+ 18.08%
$114.45 - $127.21 $1.12M - $1.24M
63.8K $7.38M
ILF
Ishares Latin America 40 ETF

ETFs
40K
New
$20.91 - $26.09 $836K - $1.04M
40K $835K
AMAT
Applied Materials Inc

Technology
9.61K
+ 51.91%
$161.44 - $213.89 $1.55M - $2.06M
28.1K $4.57M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.22K
+ 192.37%
$275.15 - $388.2 $610K - $861K
3.37K $1.15M
JCI
Johnson Controls International PLC

Industrials
10.3K
+ 394.96%
$74.23 - $86.6 $768K - $896K
13K $1.02M
EQIX
Equinix Inc

Real Estate
865
New
$865.69 - $985.0 $749K - $852K
865 $815K
SMAR
Smartsheet Inc

Technology
14.4K
New
$55.35 - $56.51 $799K - $816K
14.4K $808K
MSCI
Msci Inc.

Financial Services
1.3K
+ 76.31%
$569.09 - $635.99 $737K - $824K
2.99K $1.8M
TPR
Tapestry, Inc.

Consumer Cyclical
12.2K
New
$43.54 - $66.18 $531K - $808K
12.2K $797K
IWN
Ishares Russell2000 Val ETF

ETFs
4.84K
+ 334.44%
$162.69 - $181.35 $787K - $877K
6.28K $1.03M
ABT
Abbott Laboratories

Healthcare
7.32K
+ 17.0%
$111.93 - $119.39 $819K - $873K
50.3K $5.69M
ZS
Zscaler, Inc.

Technology
4.37K
New
$166.99 - $211.99 $729K - $925K
4.37K $787K
MCO
Moodys Corp

Financial Services
1.67K
+ 81.2%
$454.04 - $500.88 $757K - $835K
3.72K $1.76M
ET
Energy Transfer LP

Energy
34.1K
+ 103.7%
$16.05 - $19.86 $547K - $677K
67K $1.31M
BOTZ
Global X Fds

ETFs
24.6K
+ 394.46%
$31.11 - $34.18 $766K - $841K
30.9K $985K
COP
Conocophillips

Energy
9.07K
+ 47.7%
$95.12 - $114.72 $863K - $1.04M
28.1K $2.78M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
7.57K
+ 19.23%
$101.22 - $107.72 $766K - $815K
46.9K $4.8M
XLK
Technology Sector Spdr

ETFs
1.83K
+ 3.57%
$220.26 - $241.44 $403K - $442K
53.1K $12.3M
IT
Gartner Inc

Technology
1.59K
New
$481.22 - $551.8 $767K - $879K
1.59K $771K
ROST
Ross Stores, Inc.

Consumer Cyclical
5.04K
+ 264.51%
$138.59 - $156.61 $698K - $789K
6.94K $1.05M
BMY
Bristol Myers Squibb CO

Healthcare
10.8K
+ 34.12%
$51.92 - $59.94 $561K - $647K
42.4K $2.4M
CNC
Centene Corp

Healthcare
12.5K
New
$56.71 - $73.94 $711K - $927K
12.5K $759K
IBM
International Business Machines Corp

Technology
3.54K
+ 20.51%
$204.9 - $238.04 $726K - $844K
20.8K $4.58M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
3.05K
New
$229.83 - $258.46 $701K - $789K
3.05K $754K
TOL
Toll Brothers, Inc.

Consumer Cyclical
5.98K
New
$123.8 - $167.8 $741K - $1M
5.98K $753K
MAR
Marriott International Inc

Consumer Cyclical
2.49K
+ 145.3%
$246.06 - $292.59 $612K - $727K
4.2K $1.17M
QCOM
Qualcomm Inc

Technology
6.59K
+ 40.44%
$150.4 - $178.04 $991K - $1.17M
22.9K $3.52M
AON
Aon PLC

Financial Services
2.02K
+ 142.7%
$344.14 - $393.31 $696K - $795K
3.44K $1.24M
XLY
Select Sector Spdr Consumer Di

ETFs
913
+ 4.12%
$194.8 - $239.43 $178K - $219K
23.1K $5.18M
RBLX
Roblox Corp

Communication Services
12.7K
New
$39.86 - $61.45 $507K - $782K
12.7K $736K
PLD
Prologis, Inc.

Real Estate
7.41K
+ 303.9%
$101.4 - $126.96 $752K - $941K
9.85K $1.04M
CB
Chubb LTD

Financial Services
2.92K
+ 47.48%
$271.57 - $301.89 $793K - $881K
9.07K $2.51M
MU
Micron Technology Inc

Technology
10K
+ 170.24%
$84.16 - $113.41 $842K - $1.13M
15.9K $1.34M
GNMA
Ishares Gnma Bond ETF

ETFs
16.9K
New
$42.8 - $44.74 $723K - $756K
16.9K $725K
DOCU
Docusign, Inc.

Technology
3.35K
+ 22.1%
$61.42 - $106.99 $206K - $359K
18.5K $1.67M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.23K
+ 4.16%
$264.18 - $304.19 $325K - $374K
30.7K $8.61M
BRBR
Bellring Brands, Inc.

Consumer Defensive
9.37K
New
$60.38 - $78.79 $566K - $738K
9.37K $705K
AMT
American Tower Corp

Real Estate
4.46K
+ 184.64%
$179.4 - $232.01 $800K - $1.03M
6.87K $1.26M
MCD
Mcdonalds Corp

Consumer Cyclical
3.53K
+ 15.78%
$288.47 - $316.54 $1.02M - $1.12M
25.9K $7.52M
CGGR
Capital Group Growth ETF Shs C

ETFs
11.9K
+ 11.16%
$34.49 - $39.24 $411K - $468K
119K $4.41M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.16K
+ 77.63%
$396.64 - $516.74 $855K - $1.11M
4.93K $1.99M
VICI
Vici Properties Inc.

Real Estate
23.7K
New
$28.27 - $33.19 $671K - $787K
23.7K $693K
AJG
Arthur J. Gallagher & Co.

Financial Services
2.38K
+ 42.85%
$278.49 - $315.16 $664K - $751K
7.95K $2.26M
CMCSA
Comcast Corp

Communication Services
23.1K
+ 53.12%
$37.39 - $45.14 $864K - $1.04M
66.6K $2.5M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
5.4K
New
$123.69 - $133.68 $668K - $722K
5.4K $674K
IWV
Ishares Russell 3000 ETF

ETFs
2.01K
New
$323.08 - $349.08 $651K - $703K
2.01K $673K
AEP
American Electric Power CO Inc

Utilities
7.92K
+ 136.61%
$90.91 - $102.21 $720K - $809K
13.7K $1.26M
HOOD
Robinhood Markets, Inc.

Technology
17.9K
New
$22.33 - $43.2 $401K - $775K
17.9K $668K
Activity Summary
Buys All Purchases 960 New Holdings 372 Increased Positions 588 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 1 Puts 1
Track This Portfolio

Track Merit Financial Group, LLC Portfolio

Follow Merit Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merit Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merit Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email